Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Victory Pioneer Bond VCT Portfolio | 64% | 0.53% | Victory Capital Management Inc. |
| 2 | Victory Pioneer Strategic Income Fund · PSRAX, STRKX, STRYX, STIRX, PSRCX | 45% | 0.59% | Victory Capital Management Inc. |
| 3 | Victory Pioneer Strategic Income VCT Portfolio | 31% | 0.82% | Victory Capital Management Inc. |
| 4 | Victory Pioneer Balanced Fund · PCBCX, PCBKX, AYBLX, AOBLX | 17% | 0.63% | Victory Capital Management Inc. |
| 5 | NVIT Strategic Income Fund diff. adviser | 17% | 0.81% | Nationwide Fund Advisors |
| 6 | Nationwide Strategic Income Fund · NWXEX, NWXFX, NWXGX, NWXHX diff. adviser | 13% | 0.49% | Nationwide Fund Advisors |
| 7 | Invesco V.I. Core Plus Bond Fund diff. adviser | 12% | 0.62% | Invesco Advisers, Inc. |
| 8 | SFT Core Bond Fund diff. adviser | 11% | 0.53% | Securian Asset Management, Inc. |
| 9 | TCW METWEST TOTAL RETURN BOND FUND · MWTIX, MWTRX, MWTNX, MWTSX, MWTTX diff. adviser | 10% | 0.37% | METROPOLITAN WEST ASSET MANAGEMENT, LLC |
| 10 | CTIVP - TCW Core Plus Bond Fund diff. adviser | 10% | 0.49% | Columbia Management Investment Advisers, LLC |
| 11 | Putnam VT Mortgage Securities Fund diff. adviser | 9% | 0.50% | Franklin Advisers, Inc. |
| 12 | SIMT Core Fixed Income Fund · SCXIX, TRLVX, SCFYX | 9% | 0.49% | — |
| 13 | TCW Core Fixed Income Portfolio diff. adviser | 9% | 0.47% | Brighthouse Investment Advisers, LLC |
| 14 | Putnam Morgtage Securities Fund · PGSIX, PGSBX, PGVCX, PGVRX, PUSYX diff. adviser | 9% | 0.51% | Franklin Advisers, Inc. |
| 15 | BATS: Mortgage Total Return Series · BRAMX cheaper diff. adviser | 9% | 0.05% | BlackRock Advisors, LLC |
| 16 | Avantis Core Fixed Income Fund · AVIGX, AVBNX cheaper | 8% | 0.00% | — |
| 17 | Transamerica Aegon Core Bond VP diff. adviser | 8% | 0.50% | Transamerica Asset Management, Inc. |
| 18 | Goldman Sachs Dynamic Bond Fund · GSZAX, GSZCX, GSZIX, GZIRX, GSZRX, GSZUX, GSOPX diff. adviser | 8% | 0.68% | Goldman Sachs Asset Management, L.P. |
| 19 | BlackRock Core Bond Portfolio diff. adviser | 8% | 0.39% | BlackRock Advisors, LLC |
| 20 | BlackRock Total Return V.I. Fund diff. adviser | 8% | 0.47% | BlackRock Advisors, LLC |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.